O/E Quotes Screen
Fields and controls
Delivery Method
Specify how to send documents to your customers:
- Select Print Destination to print to your usual print destination.
- Select Customer to use the delivery method specified in each customer record in Accounts Receivable.
If you select Customer as the delivery method, the Message ID field becomes available. Use the Message ID field to select the ID for the message you want to send with emailed documents for customers that use an email delivery method.
Print Bills of Material Component Items
Select this option if you want printed quotes to show all components in assemblies that are manufactured from bills of material.
Overview
Use the O/E Quotes screen to print one or more sales quotes.
Tip: To create a quote for a customer, you use the Order Entry screen, selecting Quote as the order type and entering details as you would for an order.
Formats for Printing Quotes
Order Entry includes two formats for printing quotes that you may be able to use "as is":
- OEQUOT01.RPT A quote for laser printers (plain paper version).
- OEQUOT02.RPT A quote for preprinted forms.
These formats list all the items and miscellaneous charges on a quote, plus any comments that were entered for the quote and for specific items and charges included in the quote.
When pricing by weight, and when the order unit of measure is not the pricing unit of measure, the printed unit price for a quote may not match the unit price on the transaction entry screens.
The information that appears in the Unit Price column on an invoice is calculated by dividing the extended price by the quantity shipped or returned, whether pricing by quantity or by weight.